大家搞asic主要是_老虎社区_美港股上老虎

回心转意

2025-02-06

大家搞asic主要是英伟达的芯片太贵。而且AI算法变了，asic芯片可能就发挥不了作用了。我认为，通用、廉价的芯片才是大规模AI计算的首选。AMD应该有希望赢的。但是AMD的出货增速一直不高，这是个问题。

AMD绩后大跌！是被错杀了吗？

AMD财报全面超预期，但绩后大跌。本周三半导体指数大跌4.4%，AMD绩后暴跌17%，创8年最大日跌幅。【大家觉得AMD是被错杀了吗？现在你的操作策略是？】

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